$123M ÷ 300 = Dayrate 410K
https://www.offshore-energy.biz/transoceans-2009-built-drillship-lands-300-day-deal-offshore-india
https://www.offshore-energy.biz/transoceans-2009-built-drillship-lands-300-day-deal-offshore-india
Offshore Energy
Transocean’s 2009-built drillship lands 300-day deal offshore India
Switzerland-based Transocean has picked up a multimillion-dollar contract for one of its drillships off the coast of India.
Forwarded from 남싸 선물옵션주식방 (남싸)
그냥 오늘도 위클리장세,, 방향성없을땐 외인이 킹임
지수에측하려면 양매도장에서 (원웨이장에선 x) 위클리 포지션 참고해서 손익비 좋은곳에서 매매하는것이 제일좋음.
뭐 반등했다가 빠지니 이런소리 계속해봣자 쓸모 1도없음 어떻게 돈벌지 생각하는게 조음
지수에측하려면 양매도장에서 (원웨이장에선 x) 위클리 포지션 참고해서 손익비 좋은곳에서 매매하는것이 제일좋음.
뭐 반등했다가 빠지니 이런소리 계속해봣자 쓸모 1도없음 어떻게 돈벌지 생각하는게 조음
버라이즌, 프런티어 커뮤니케이션즈 인수 근접
- 프런티어는 순수하게 파이버 사업만 하는 기업 중에서는 미국 최대 규모(라고 스스로 주장)
- 코로나때 한 번 파산했다 살아난 기업이라 재무제표도 매우 깔끔함
- 버라이즌은 이전에 일부 통신망을 100억 달러 받고 파산 이전의 프런티어에 매각했었는데 현 프런티어 시총이 100억 달러 아래, 아주 뛰어난 거래 될 듯
- 미국 통신사들은 유선통신으로 회귀중. 티모빌의 메트로넷 투자(KKR 주도, 티모빌은 49억 달러 투입)도 그 예시.
- 반대로 유선통신 인프라 몸값이 뛴 시점에 텔레콤이탈리아 등 재무 여력이 부족한 통신사들은 매각에 열중.
- 그리고 이런 매물을 KKR이 주워감.
- 프런티어는 순수하게 파이버 사업만 하는 기업 중에서는 미국 최대 규모(라고 스스로 주장)
- 코로나때 한 번 파산했다 살아난 기업이라 재무제표도 매우 깔끔함
- 버라이즌은 이전에 일부 통신망을 100억 달러 받고 파산 이전의 프런티어에 매각했었는데 현 프런티어 시총이 100억 달러 아래, 아주 뛰어난 거래 될 듯
- 미국 통신사들은 유선통신으로 회귀중. 티모빌의 메트로넷 투자(KKR 주도, 티모빌은 49억 달러 투입)도 그 예시.
- 반대로 유선통신 인프라 몸값이 뛴 시점에 텔레콤이탈리아 등 재무 여력이 부족한 통신사들은 매각에 열중.
- 그리고 이런 매물을 KKR이 주워감.
Bloomberg.com
Verizon Is in Talks to Buy Frontier Communications
Verizon Communications Inc. is in advanced talks to acquire rival telecommunications operator Frontier Communications Parent Inc., according to a person familiar with the negotiations.
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입 벌려라 40억 달러 들어간다
어디에? 인프라에.
ADIA-Backed India Fund to Seek $4 Billion for Infrastructure
https://www.bloomberg.com/news/articles/2024-09-05/adia-backed-india-fund-to-seek-4-billion-for-infrastructure
어디에? 인프라에.
ADIA-Backed India Fund to Seek $4 Billion for Infrastructure
https://www.bloomberg.com/news/articles/2024-09-05/adia-backed-india-fund-to-seek-4-billion-for-infrastructure
Bloomberg.com
ADIA-Backed India Fund to Seek $4 Billion for Infrastructure
India’s quasi-sovereign fund plans to seek about $4 billion in its largest-ever fundraise, according to people with knowledge of the matter, amid the government’s drive to upgrade infrastructure across the country.
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Forwarded from 금투세 엔드게임
어제 이어서 또 제안드립니다. 아마 일단 금투세 토론회 때까지 지속적으로 매일 할까 싶습니다.
특정 시간대에 집중하면 문자 효과가 클테니, 장마감 직후면 좋을 것 같네요.
오늘 민주당 연락처를 확보했습니다. 혹시나 자기 지역구 국회의원 누군지 모르시나요? 나무위키에 다 있습니다. https://namu.wiki/w/제22대%20국회의원#s-4.1.6
문자 내용은 다 좋지만, 채널에 올려놓은 좋은 블로그가 많고, 오늘 올라온 86번가도 좋고, 그 외 여러 좋은 글들 많으니 참고로 작성하시면 좋습니다. 제가 파악한 바로는 민주당 내부에서 논리로 금투세 폐지(유예) 주장을 이길 수 사람은 없습니다. 즉, 논리와 합리적 이성으로 무장되어 있으니, 굳이 욕이나 비속어를 쓸 필요는 없다고 봅니다. 굳이 과격분자처럼 보여봐야 득 될 것이 없습니다.
문자가 가장 효과적이고, 번호가 혹시 틀릴지 모르니 페이스북 계정도 좋습니다.
특정 시간대에 집중하면 문자 효과가 클테니, 장마감 직후면 좋을 것 같네요.
오늘 민주당 연락처를 확보했습니다. 혹시나 자기 지역구 국회의원 누군지 모르시나요? 나무위키에 다 있습니다. https://namu.wiki/w/제22대%20국회의원#s-4.1.6
문자 내용은 다 좋지만, 채널에 올려놓은 좋은 블로그가 많고, 오늘 올라온 86번가도 좋고, 그 외 여러 좋은 글들 많으니 참고로 작성하시면 좋습니다. 제가 파악한 바로는 민주당 내부에서 논리로 금투세 폐지(유예) 주장을 이길 수 사람은 없습니다. 즉, 논리와 합리적 이성으로 무장되어 있으니, 굳이 욕이나 비속어를 쓸 필요는 없다고 봅니다. 굳이 과격분자처럼 보여봐야 득 될 것이 없습니다.
문자가 가장 효과적이고, 번호가 혹시 틀릴지 모르니 페이스북 계정도 좋습니다.
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VC Deals
ArsenalBio, a Bay Area-based company developing treatments for solid cancerous tumors, raised a $325 million Series C from investors including Arch Venture Partners, Milky Way Investments Group and Regeneron Ventures.
EGenesis, which specializes in genetically engineered organs for use in human organ transplants, raised a $191 million Series D led by Lux Capital.
Japanese startup Sakana AI, which develops AI models and trains them on large datasets, raised over $100 million in an early-stage round led by NEA, Khosla Ventures and Lux Capital.
Cortex, a startup creating an internal portal for developers, raised a $60 million Series C led by Scale Venture Partners.
GALY, a Boston-based company growing cotton material in a lab setting, raised a $33 million Series B led by Breakthrough Energy Ventures.
Fido, a digital lender based in Ghana, landed $30 million in a Series B led by BlueOrchard and FMO.
Carbyon, a Dutch direct air capture startup, raised a €15.3 million Series A that included Siemens Financial Services, Omnes Capital and Global Cleantech Capital.
Reduced, a Copenhagen-based upcycled food ingredients company, completed its second closing of its Series A at €8 million led by the European Circular Bioeconomy Fund.
Palm, provider of a fintech platform, netted a $6.1 million seed round led by Speedinvest and Target Global.
Skarper, a London-based e-bike technology startup backed by Olympic cyclist Chris Hoy, raised €5.3 million led by Adjuvo.
PE Deals
Department store chain Nordstrom is in talks to become private as the owning Nordstrom family explores a deal that values the company around $3.8 billion.
Chrys Capital, The Carlyle Group, and Bain Capital are in the final stages of talks to acquire bakery chain Theobroma Foods.
Miratech, an Oklahoma-based company supplying equipment to reduce noise and other emissions, has been acquired by TPG from BP Energy Partners.
Cybersecurity and threat-detection company ThreatER received a growth capital financing facility from CIBC Innovation Banking.
Exits & IPOs
The Carlyle Group is looking to list Acrotec Group, a Swiss manufacturer of luxury watch parts, at a $4.7 billion valuation, Bloomberg reported.
India's OfBusiness, a SoftBank-backed provider of a trading platform for raw materials, is planning an IPO in Mumbai at a valuation of up to $1 billion, Reuters reported.
Tenyx, which develops AI-powered voice technology for customer service, has been acquired by Salesforce.
Fundraising
Warburg Pincus raised $4 billion for a new fund that will finance businesses utilizing structured-investing strategies, The Wall Street Journal reported.
Park Square Capital raised €3.4 billion for Park Square European Loan Partner II, Bloomberg reported.
Oslo-based Cubera held a €807 million final close for its 10th flagship vehicle, beating its initial target of €700 million.
Bregal Sagemount raised nearly $800 million for its latest credit fund. The fund has $1 billion of deployable capital, including leverage.
Investors
The SEC didn't appeal a Supreme Court decision regarding the regulator's push for more disclosures of management fees for PE funds and hedge funds, Bloomberg reported. This marks the end of its efforts beginning last summer to increase transparency around quarterly fees and expenses.
ArsenalBio, a Bay Area-based company developing treatments for solid cancerous tumors, raised a $325 million Series C from investors including Arch Venture Partners, Milky Way Investments Group and Regeneron Ventures.
EGenesis, which specializes in genetically engineered organs for use in human organ transplants, raised a $191 million Series D led by Lux Capital.
Japanese startup Sakana AI, which develops AI models and trains them on large datasets, raised over $100 million in an early-stage round led by NEA, Khosla Ventures and Lux Capital.
Cortex, a startup creating an internal portal for developers, raised a $60 million Series C led by Scale Venture Partners.
GALY, a Boston-based company growing cotton material in a lab setting, raised a $33 million Series B led by Breakthrough Energy Ventures.
Fido, a digital lender based in Ghana, landed $30 million in a Series B led by BlueOrchard and FMO.
Carbyon, a Dutch direct air capture startup, raised a €15.3 million Series A that included Siemens Financial Services, Omnes Capital and Global Cleantech Capital.
Reduced, a Copenhagen-based upcycled food ingredients company, completed its second closing of its Series A at €8 million led by the European Circular Bioeconomy Fund.
Palm, provider of a fintech platform, netted a $6.1 million seed round led by Speedinvest and Target Global.
Skarper, a London-based e-bike technology startup backed by Olympic cyclist Chris Hoy, raised €5.3 million led by Adjuvo.
PE Deals
Department store chain Nordstrom is in talks to become private as the owning Nordstrom family explores a deal that values the company around $3.8 billion.
Chrys Capital, The Carlyle Group, and Bain Capital are in the final stages of talks to acquire bakery chain Theobroma Foods.
Miratech, an Oklahoma-based company supplying equipment to reduce noise and other emissions, has been acquired by TPG from BP Energy Partners.
Cybersecurity and threat-detection company ThreatER received a growth capital financing facility from CIBC Innovation Banking.
Exits & IPOs
The Carlyle Group is looking to list Acrotec Group, a Swiss manufacturer of luxury watch parts, at a $4.7 billion valuation, Bloomberg reported.
India's OfBusiness, a SoftBank-backed provider of a trading platform for raw materials, is planning an IPO in Mumbai at a valuation of up to $1 billion, Reuters reported.
Tenyx, which develops AI-powered voice technology for customer service, has been acquired by Salesforce.
Fundraising
Warburg Pincus raised $4 billion for a new fund that will finance businesses utilizing structured-investing strategies, The Wall Street Journal reported.
Park Square Capital raised €3.4 billion for Park Square European Loan Partner II, Bloomberg reported.
Oslo-based Cubera held a €807 million final close for its 10th flagship vehicle, beating its initial target of €700 million.
Bregal Sagemount raised nearly $800 million for its latest credit fund. The fund has $1 billion of deployable capital, including leverage.
Investors
The SEC didn't appeal a Supreme Court decision regarding the regulator's push for more disclosures of management fees for PE funds and hedge funds, Bloomberg reported. This marks the end of its efforts beginning last summer to increase transparency around quarterly fees and expenses.
XPO Provides North American LTL Operating Data for August 2024
GREENWICH, Conn., Sept. 04, 2024 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for August 2024. LTL tonnage per day decreased 4.6%, as compared with August 2023, attributable to a year-over-year decrease of 4.5% in shipments per day and a decrease of 0.1% in weight per shipment. Actual results for August 2024 may vary from the preliminary results reported above.
Mario Harik, chief executive officer of XPO, said, "In August, we managed our variable costs effectively in a soft demand environment, supporting our outlook for margin expansion. The industry pricing backdrop remains constructive, and we're executing our company-specific initiatives to deliver strong above-market yield growth. Our ongoing service improvements and network investments will further accelerate our results when industry demand rebounds."
-> 이번 서비스 ISM에서 “Shortage of truck drivers.”란 문구가 나온 반면 Aug LTL TpD는 Y/Y 4.6% 하락. 주가는 11.7% 하락 중.
GREENWICH, Conn., Sept. 04, 2024 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for August 2024. LTL tonnage per day decreased 4.6%, as compared with August 2023, attributable to a year-over-year decrease of 4.5% in shipments per day and a decrease of 0.1% in weight per shipment. Actual results for August 2024 may vary from the preliminary results reported above.
Mario Harik, chief executive officer of XPO, said, "In August, we managed our variable costs effectively in a soft demand environment, supporting our outlook for margin expansion. The industry pricing backdrop remains constructive, and we're executing our company-specific initiatives to deliver strong above-market yield growth. Our ongoing service improvements and network investments will further accelerate our results when industry demand rebounds."
-> 이번 서비스 ISM에서 “Shortage of truck drivers.”란 문구가 나온 반면 Aug LTL TpD는 Y/Y 4.6% 하락. 주가는 11.7% 하락 중.
클리블랜드클리프, US스틸 인수 '다시' 관심 있다
클리블랜드클리프는 일본제철 등판 이전에 US스틸 인수를 제안(당시 가격 주당 35달러, 현금+주식 혼합)했던 기업이며 CEO 루이스 곤칼베스는 "일본은 우리의 친구가 아니다"를 공공연히 주장한 인물. 일본제철 등판 이후로 한동안은 일본제철 비난+인수 관심 없음을 적극 표명했으나 최근 생각이 바뀐 듯.
CLF는 이전 인수 시도 당시 최근들어 목소리가 강해진 노조의 강력한 지지를 컨펌받은 바 있음.
클리블랜드클리프는 일본제철 등판 이전에 US스틸 인수를 제안(당시 가격 주당 35달러, 현금+주식 혼합)했던 기업이며 CEO 루이스 곤칼베스는 "일본은 우리의 친구가 아니다"를 공공연히 주장한 인물. 일본제철 등판 이후로 한동안은 일본제철 비난+인수 관심 없음을 적극 표명했으나 최근 생각이 바뀐 듯.
CLF는 이전 인수 시도 당시 최근들어 목소리가 강해진 노조의 강력한 지지를 컨펌받은 바 있음.
Bloomberg.com
US Steel Rises as Cliffs CEO Says He’s Still Interested
Shares of United States Steel Corp. rose in after-hours trading after Cleveland-Cliffs Inc.’s top executive said he’s still in the market for his rival’s assets.
Forwarded from KK Kontemporaries
2002년 당시 국방부 장관이었던 도날드 럼스펠드가 이라크에 대량살상무기 질문에 답을 하면서 유명해진 럼스펠드 매트릭스를 인용 현재 시장 상황에 대해서 정리를 해보자
Known knowns
1. 미국 경기는 슬로우다운중
2. 이민자 급증 + 정부 재정 지출로 버티는중
3. 미국 연준 금리 완화 준비중. 특히 실업률에 의해 완화폭 조정할거임
4. 중국 경기는 이미 침체. 바닥스럽지만 아직 심증만
5. 중국 중앙은행 완화 기조이지만 아직 강하게 못하고 있음
6. 9월 계절성 약한것. 알고 프론트 러닝한 정황
7. 이를 반영해 시장은 물가보다는 경기 성장에 중점을 더 둔 투심으로 바뀜. 최근 매크로 데이타가 소프트하게 나옴
8. 포지셔닝은 이미 7월말부터 단행된 디리스킹으로 light한 상황
9. CTA는 매도세
10. 미국 기업 자사주 매입 중지 기간
11. 유동성은 늘어나고 있는 구간
Known unknowns
1. 오늘밤 미국 고용데이타 개선폭
2. 미 연준 25비피 인하냐 50비피 인하냐
3. 미국 대선 결과
Unknown knowns
1. 금투세 유예냐 강행이냐
Unknown unknowns
1. 세계 3차 대전쟁 리스크
2. 지구의 외계인 침공
3. 여자의 마음
Known knowns
1. 미국 경기는 슬로우다운중
2. 이민자 급증 + 정부 재정 지출로 버티는중
3. 미국 연준 금리 완화 준비중. 특히 실업률에 의해 완화폭 조정할거임
4. 중국 경기는 이미 침체. 바닥스럽지만 아직 심증만
5. 중국 중앙은행 완화 기조이지만 아직 강하게 못하고 있음
6. 9월 계절성 약한것. 알고 프론트 러닝한 정황
7. 이를 반영해 시장은 물가보다는 경기 성장에 중점을 더 둔 투심으로 바뀜. 최근 매크로 데이타가 소프트하게 나옴
8. 포지셔닝은 이미 7월말부터 단행된 디리스킹으로 light한 상황
9. CTA는 매도세
10. 미국 기업 자사주 매입 중지 기간
11. 유동성은 늘어나고 있는 구간
Known knowns는 우리가 인지하고 있고 임팩트의 폭도 알고 있는것 (시장이 현재 다 반영중)
Known unknowns
1. 오늘밤 미국 고용데이타 개선폭
2. 미 연준 25비피 인하냐 50비피 인하냐
3. 미국 대선 결과
Known unknowns는 우리가 인지하고 있는데 임팩트의 폭을 모르는것
Unknown knowns
1. 금투세 유예냐 강행이냐
Unknown knowns는 드물지만 의도적이건 우발적으로 리스크를 회피하는 격이라고 볼 수 있는. 또는 몇만 알고 있는 리스크
Unknown unknowns
1. 세계 3차 대전쟁 리스크
2. 지구의 외계인 침공
3. 여자의 마음
Unknown unknowns는 가장 드물지만 가장 위험한 리스크. 블랙 스완
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글로벌 인사이트: Standard Capital
팔레스타인 증시
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Adani, and Israel’s Tower Semiconductor Ltd. will set up the chip manufacturing facility at Taloja on the outskirts of Mumbai at an investment of $10 billion.
The unit is expected to have a production capacity of 40,000 wafers in the first phase, and 80,000 wafers in the second.
https://www.bloomberg.com/news/articles/2024-09-06/adani-plans-10-billion-india-chip-plant-with-israel-s-tower
Adani, and Israel’s Tower Semiconductor Ltd. will set up the chip manufacturing facility at Taloja on the outskirts of Mumbai at an investment of $10 billion.
The unit is expected to have a production capacity of 40,000 wafers in the first phase, and 80,000 wafers in the second.
https://www.bloomberg.com/news/articles/2024-09-06/adani-plans-10-billion-india-chip-plant-with-israel-s-tower
Bloomberg.com
Adani Plans $10 Billion India Chip Plant With Israel’s Tower
The Adani Group plans to build a semiconductor fabrication plant with an Israeli partner, in a bid to bolster India’s chipmaking capabilities as semiconductors become a key geopolitical battleground globally.
VC Deals
Rapido, an Indian mobility startup, secured a $200 million round led by Westbridge Capital. The round brings Rapido's valuation to $1.1 billion.
24M, a company developing battery manufacturing and design technology, raised an $87 million round led by Nuovo Plus. The Series H values 24M at $1.3 billion.
HR and payroll platform developer Oyster raised a $59 million Series D led by Silver Lake Waterman valuing the startup at $1.2 billion.
Laravel, an Arkansas-based startup specializing in web development software, raised a $57 million Series A led by Accel, Fortune reported.
Seegrid, a startup developing automated robots for handling pallets, raised a $50 million Series D led by Giant Eagle and G2 Venture Partners.
San Francisco-based Thatch, which develops a product to simplify healthcare benefits management, raised a $38 million Series A led by General Catalyst and Index Ventures.
Cobre, a real-time payments startup based in Colombia, raised a $35 million Series B led by Oak HC/FT, Axios reported.
Mantel, a Boston-based company developing carbon capture technology, raised a $30 million Series A led by Shell Ventures and Eni Next.
Software documentation startup Mintlify raised an $18.5 million Series A led by Andreessen Horowitz, TechCrunch reported.
Reonic, a German climate tech SaaS startup, raised €13 million in a Series A led by Northzone.
PE Deals
Gas turbine specialist ProEnergy Services has been acquired by Energy Capital Partners as the firm obtains a majority stake in the company.
MyndYou, a company developing conversational AI for use in healthcare, received an investment from PE firm WildRose Health Investors.
Rexall, a Canadian pharmacy and drug store operator, and Well.ca, a wellness products business, have both been sold to Birch Hill Equity Partners by McKesson.
Eurazeo took a minority stake in French healthcare manufacturer Moria.
Copilot Capital acquired SecureFlag, a secure coding training solutions provider in the UK.
PE-backed L2L acquired SwipeGuide, a Netherlands-based training and visual job aids provider for the manufacturing workforce.
Exits & IPOs
Own, a cloud software data security platform startup, is in talks to be acquired by Salesforce for around $2 billion, Bloomberg reported.
GTCR and Golden Gate Capital are preparing to exit Antylia Scientific’s lab-supplying business with a sale that they said could be valued at more than $2 billion.
Gimv sold its stake in Mega International to PE-backed Bizzdesign.
Baird Capital exited aircraft services provider Ecube to Platinum Equity-backed Unical Aviation.
Airbase, a San Francisco-based company that develops a finance-management platform for businesses, has been acquired by Paylocity for $325 million.
Fundraising
Los Angeles-based VC firm Slauson & Co. raised $100 million for its second fund. The firm invests in SaaS and consumer-tech startups.
Asylum Ventures, a new VC firm targeting investments in early-stage tech startups, is launching with a $55 million first fund.
Corporate M&A
Verizon has agreed to buy fiber-optic network provider Frontier Communications for $20 billion
Rapido, an Indian mobility startup, secured a $200 million round led by Westbridge Capital. The round brings Rapido's valuation to $1.1 billion.
24M, a company developing battery manufacturing and design technology, raised an $87 million round led by Nuovo Plus. The Series H values 24M at $1.3 billion.
HR and payroll platform developer Oyster raised a $59 million Series D led by Silver Lake Waterman valuing the startup at $1.2 billion.
Laravel, an Arkansas-based startup specializing in web development software, raised a $57 million Series A led by Accel, Fortune reported.
Seegrid, a startup developing automated robots for handling pallets, raised a $50 million Series D led by Giant Eagle and G2 Venture Partners.
San Francisco-based Thatch, which develops a product to simplify healthcare benefits management, raised a $38 million Series A led by General Catalyst and Index Ventures.
Cobre, a real-time payments startup based in Colombia, raised a $35 million Series B led by Oak HC/FT, Axios reported.
Mantel, a Boston-based company developing carbon capture technology, raised a $30 million Series A led by Shell Ventures and Eni Next.
Software documentation startup Mintlify raised an $18.5 million Series A led by Andreessen Horowitz, TechCrunch reported.
Reonic, a German climate tech SaaS startup, raised €13 million in a Series A led by Northzone.
PE Deals
Gas turbine specialist ProEnergy Services has been acquired by Energy Capital Partners as the firm obtains a majority stake in the company.
MyndYou, a company developing conversational AI for use in healthcare, received an investment from PE firm WildRose Health Investors.
Rexall, a Canadian pharmacy and drug store operator, and Well.ca, a wellness products business, have both been sold to Birch Hill Equity Partners by McKesson.
Eurazeo took a minority stake in French healthcare manufacturer Moria.
Copilot Capital acquired SecureFlag, a secure coding training solutions provider in the UK.
PE-backed L2L acquired SwipeGuide, a Netherlands-based training and visual job aids provider for the manufacturing workforce.
Exits & IPOs
Own, a cloud software data security platform startup, is in talks to be acquired by Salesforce for around $2 billion, Bloomberg reported.
GTCR and Golden Gate Capital are preparing to exit Antylia Scientific’s lab-supplying business with a sale that they said could be valued at more than $2 billion.
Gimv sold its stake in Mega International to PE-backed Bizzdesign.
Baird Capital exited aircraft services provider Ecube to Platinum Equity-backed Unical Aviation.
Airbase, a San Francisco-based company that develops a finance-management platform for businesses, has been acquired by Paylocity for $325 million.
Fundraising
Los Angeles-based VC firm Slauson & Co. raised $100 million for its second fund. The firm invests in SaaS and consumer-tech startups.
Asylum Ventures, a new VC firm targeting investments in early-stage tech startups, is launching with a $55 million first fund.
Corporate M&A
Verizon has agreed to buy fiber-optic network provider Frontier Communications for $20 billion
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대체투자자산으로서 위스키(캐스크단위)거래
A $56 billion opportunity: Why investing in Scottish whisky is surging
The Scottish whisky market is poised for remarkable growth, expected to reach $56.64 billion by 2031, up from $35.04 billion in 2024, driven by a 7.1% CAGR.1 Key factors include rising disposable incomes in emerging markets like China and India, a strong global export demand (90% of production), and a growing preference for premium spirits among Millennials. The expansion is further supported by cocktail culture, immersive whisky experiences, and strategic marketing in Asia and Africa. This global appeal, particularly in the Asia-Pacific, underscores whisky's value as a lucrative investment opportunity.
With Vinovest, you can invest in whisky casks, tapping into the remarkable growth and global demand for premium Scotch whisky. Get started with this exclusive offer.
A $56 billion opportunity: Why investing in Scottish whisky is surging
The Scottish whisky market is poised for remarkable growth, expected to reach $56.64 billion by 2031, up from $35.04 billion in 2024, driven by a 7.1% CAGR.1 Key factors include rising disposable incomes in emerging markets like China and India, a strong global export demand (90% of production), and a growing preference for premium spirits among Millennials. The expansion is further supported by cocktail culture, immersive whisky experiences, and strategic marketing in Asia and Africa. This global appeal, particularly in the Asia-Pacific, underscores whisky's value as a lucrative investment opportunity.
With Vinovest, you can invest in whisky casks, tapping into the remarkable growth and global demand for premium Scotch whisky. Get started with this exclusive offer.
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글로벌 인사이트: Standard Capital
대체투자자산으로서 위스키(캐스크단위)거래 A $56 billion opportunity: Why investing in Scottish whisky is surging The Scottish whisky market is poised for remarkable growth, expected to reach $56.64 billion by 2031, up from $35.04 billion in 2024, driven by a 7.1% CAGR.1 Key…
Same as ever의 논리와 유사하게 인간이 perpetual 소비하는 제품으로서의 alcoholic beverage에서
가처분소득이 높은 그룹에서의 소비가 강한 제품이 위스키
따라서 경기변동에 대한 불확정성은 시장의 우려대비 낮다고 볼 수 있음
가처분소득이 높은 그룹에서의 소비가 강한 제품이 위스키
따라서 경기변동에 대한 불확정성은 시장의 우려대비 낮다고 볼 수 있음
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(중략)
길을 떠날 때마다 우리는 고민한다. 무엇을 남겨두고 무엇을 챙겨 갈까? 모자, 운동화, 옷, 책을 비좁은 가방에 넣었다 빼기를 반복한다. 심리학자들에 따르면 필요성의 이유만이 아니라 몸에 휴대하고 있다는 사실만으로도 기분이 좋아지는 물건이 사람마다 따로 있기 때문이다. 전쟁 난민이나 불법 이민자가 고향을 떠날 때도 증명서, 면도기, 라이터, 상비약과 더불어 가족사진, 집 열쇠 같은 것들이 가방에 들어 있다. 그들에게는 단순한 물건이 아니라 추억이자 동반자다. 세계적인 조각가 브루노 카탈라노의 ‘여행자’ 시리즈처럼 가슴이 뻥 뚫린 채 가방을 들고 이동해야 하는 사람들이 적지 않다.
https://n.news.naver.com/mnews/article/023/0003857257?sid=102
길을 떠날 때마다 우리는 고민한다. 무엇을 남겨두고 무엇을 챙겨 갈까? 모자, 운동화, 옷, 책을 비좁은 가방에 넣었다 빼기를 반복한다. 심리학자들에 따르면 필요성의 이유만이 아니라 몸에 휴대하고 있다는 사실만으로도 기분이 좋아지는 물건이 사람마다 따로 있기 때문이다. 전쟁 난민이나 불법 이민자가 고향을 떠날 때도 증명서, 면도기, 라이터, 상비약과 더불어 가족사진, 집 열쇠 같은 것들이 가방에 들어 있다. 그들에게는 단순한 물건이 아니라 추억이자 동반자다. 세계적인 조각가 브루노 카탈라노의 ‘여행자’ 시리즈처럼 가슴이 뻥 뚫린 채 가방을 들고 이동해야 하는 사람들이 적지 않다.
https://n.news.naver.com/mnews/article/023/0003857257?sid=102
Naver
치매 장모님 유품 정리하다 ‘기억의 처절한 몸부림’을 보았다
세상을 떠날 때 무엇을 남길 것인가 길을 떠날 때마다 우리는 고민한다. 무엇을 남겨두고 무엇을 챙겨 갈까? 모자, 운동화, 옷, 책을 비좁은 가방에 넣었다 빼기를 반복한다. 심리학자들에 따르면 필요성의 이유만이 아니
민법 중 계약 관련 규정에 대한 개정안 개요 [Ⅰ]
https://www.lawtimes.co.kr/opinion/201183
https://www.lawtimes.co.kr/opinion/201183
법률신문사
민법 중 계약 관련 규정에 대한 개정안 개요 [Ⅰ]
[ 전 론 ] I. 개정 배경 1. 우리 민법이 1960년 1월 1일 시행되어 지금까지 60여 년이 흐르는 동안, 친족법과 상속법의 영역에서는 여러 차례에 걸쳐 상당한 범위의 개정이 있었다. 그러나 주로 재산 관계를 규율하는 전3편(총칙·물권·채권)과 관련하여 내용의 실질적인 변화를 가져오는 개정은 매우 드물고, 개정의 필요는 그나마 그때그때의 특별법에 의하여 처리되었다. 이에 학설과 판례는 우리 사회의 급격한 변화와 발전에 따라 발생하는 새로운…
공산국가 특유의 뻥스팩 광팔이와 덤핑에도 불구하고 무기는 검증된 제품을 사게 됩니다.
언론플레이에도 불구하고 시장은 트럼프의 확률이 높다는 반응입니다.
전쟁을 대비하기 위한 국방비 증액이 다가옵니다.
https://n.news.naver.com/article/023/0003857342?cds=news_media_pc
언론플레이에도 불구하고 시장은 트럼프의 확률이 높다는 반응입니다.
전쟁을 대비하기 위한 국방비 증액이 다가옵니다.
https://n.news.naver.com/article/023/0003857342?cds=news_media_pc
Naver
4분의1 값에도 안 산다… 中전투기, 친중국가도 외면한 이유
세르비아·태국, 차기 주력 전투기로 프랑스 라팔·스웨덴 그리펜 각각 선택 작년 사우디 이어 국제 수주전 3연패 유럽의 대표적인 친중국가 세르비아가 낡은 미그-29를 대체할 전투기로 프랑스산 라팔을 결정하면서 중국이
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